+79.3%
MXC vs VOO
+817.1%
-737.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.4% | +4.1% | +4.0% |
| 7D | +12.2% | +0.1% | +12.1% | +12.2% |
| 30D | +17.0% | +0.1% | +16.9% | +17.0% |
| 3M | +26.6% | +2.0% | +24.6% | +24.9% |
| 6M | +3.3% | +13.0% | -9.8% | -4.6% |
| YTD | +12.5% | +13.6% | -1.0% | +3.5% |
| 1Y | +30.0% | +20.1% | +10.0% | +15.8% |
| 3Y | -5.0% | +77.6% | -82.6% | -37.1% |
| 5Y | +23.3% | +82.4% | -59.1% | -21.8% |
| 10Y | +184.2% | +316.8% | -132.7% | -6.9% |
| All | +79.3% | +817.1% | -737.8% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling